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  • Talking Points of the Week for Financial Advisors

    January 20th, 2020 by Nyle Bayer

    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

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  • What the 2010s Taught Us About Investing During Military Conflicts

    January 9th, 2020 by Nyle Bayer

    With tensions mounting between the US and Iran, how should investors approach the market during military conflicts? Here is what the 2010s taught us about separating the noise from the signals.

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  • Don’t Look Down: Investing at All-Time Highs

    December 19th, 2019 by Nyle Bayer

    We hear it all the time, "this is the top!" Investors tend to get antsy when markets reach new highs. However, is their anxiety warranted? Here our CMO, Nyle Bayer, takes a look at the data to determine whether ATHs are a data point worth its weight in page clicks.

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  • S&P 500 Sector Correlation – Line Chart Animation

    December 18th, 2019 by Nyle Bayer

    We've created this animated visual of the S&P 500 sector correlation and provided context around what it means and what its potential impacts may be.

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  • There's only one way to leave your emotions out of investing: algorithms

    June 27th, 2019 by Matt Miller

    Do you know what the average amount of time a user spends on a webpage?   15 seconds.  If you narrow that down, the filter from webpages to articles alone, one in three readers spend less than 15 seconds reading.....

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  • Long-Run Market Expectations

    May 9th, 2019 by Nyle Bayer

    Nyle Bayer provides a brief framework of several mental models in which to create expectations for future returns. Here, Nyle touches on calculations used by the late Jack Bogle as well as HQRs strategy for dealing with an unknown future.

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  • Can the Past Predict the Future?

    March 12th, 2019 by Joe Mallen

    Three market events in recent memory come to mind when considering how the past influences the present. These disruptive events shaped how we view the markets today and for years to come.

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  • 3 Long-Term Portfolio Moves for Advisors in an Uncertain Market

    February 7th, 2019 by Joe Mallen

    The fourth quarter was brutal for the markets, and while you may want to put those challenges in the rear-view mirror, the primary drivers that caused the drastic market fall at the end of last year are still incredibly relevant right now:

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  • What You Should Know About the Yield Curve

    December 14th, 2018 by Joe Mallen

    There has been a lot of chatter in recent weeks about the potential for a looming recession, as the market sell-off and new lows for stocks incite panic. Market analysts have long pointed to a flattening yield curve as a telltale sign of a forthcoming recession. It’s true the yield curve is flattening right now, but does that mean a recession is imminent?  Not quite.

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  • What Basketball Can Teach Us About Money

    November 20th, 2018 by Chris Shuba

    I think basketball is a pretty easy game. Simply put, you put the ball in the basket as many times as you can until the game is over. It makes logical sense that to increase your chance of winning, you want to take as many layups as you can while minimizing your three-point shots, simply because you have a higher chance of making a layup and thus scoring more points to win. If the high-percentage layup isn’t an available shot, then you move further away from the basket until a shot can be taken.

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  • Market Volatility Is Normal: The Key Is to Not Be Distracted

    November 7th, 2018 by Joe Mallen

    Recent market volatility has been driving the headlines with the October pullback exceeding 7 percent and inciting some anxiety among individual investors. While this is a natural reaction, it’s vital for investors to remember there’s no need to panic. Markets will fluctuate, and it’s not unusual for 5 to 10 percent pullbacks to occur.

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